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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,274 | $131,835-81.6% | $108,582-77.6% | $273,972-91.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 11.93% | -91.57%+103.5pp | -51.70%+63.6pp | 41.46%-29.5pp |
| Employer contribution / active EE | $1,333 | $4,913-72.9% | $3,758-64.5% | $4,869-72.6% |
| Participant deferral / active EE | $5,964 | $5,127+16.3% | $4,311+38.3% | $5,287+12.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |